Virtual Cabinet Document Management Software

Improve business efficiency with Virtual Cabinet’s comprehensive document management software. We can help businesses of all sizes be more profitable by having one central secure way to store, retrieve, and complete work efficiently.

Businesses that trust Virtual Cabinet

Document and email filing that works for you!


Never have to worry about a customer/case/project file going missing again Virtual Cabinet will automatically capture, label, and file your documents and emails in the correct place.


Created with the perfect harmony between human intelligence and software automation. You can determine what emails need to be on the file and Virtual Cabinet’s next-generation automatic email capture will do the rest for you.  


Avoid duplication or deferred responsibility of team filling. Virtual Cabinet will flag all filed emails that you and your team are a part of in your local Outlook application, so you know compliance is being met in real-time.

Your Virtual Cabinet Portal

With the best document management software on the market, you can work with your clients faster than ever before.

Contract Agreed

Provide your clients with universal access to the documents you want them to see, all whilst adhering to privacy laws with secure encrypted data in transit.

We’re fully integrated with thousands of back systems, so you can send and receive documents, all with audit trails and unlimited electronic signatures at a click of a button.

We offer full white labelling so that when your clients securely log in, it feels like a personalised extension of your business branding, even if you have multiple business brands.

Document Management System Features

The best document management software covers all bases. At Virtual Cabinet, we are here to help you streamline your business and speed up your workflows. To do that, we provide extensive resources and tools for our customers. The most popular document management features we offer are:


Speed up the process of obtaining approvals and completing business transactions - gets jobs done quicker.

Content Collaboration

Connect all departments with clients through Virtual Cabinets simple, secure and efficient document management software.

Document Storage

Securely store and manage the entire lifecycle of all your documents from a single platform.

Automatic Filing

Automatically file emails and attachments, practice management files and scanned documents into Virtual Cabinet.

Secure File Sharing

Send large documents to anyone, anywhere, on any device via GetBusy.


Combine the best document management software with Microsoft Office Plugins, CRM Integrations and custom business solutions.

Version Control

Keep track of changes to documents over time, set permissions and rollback with version control.

Document Creation

Quickly create templates that will automatically fill in information for commonly used documents - speeding up manual tasks and cutting down on admin.

Access Controls

Utilise our industry leading security controls to protect critical business information at all lifecycle stages.


Comprehensive reporting gives you full visibility and control against all your documents, usage and audit trails.

Cloud Client Portal

Share content, manage approvals, track activity, and communicate safely with your clients and colleagues in a secure, online workspace.

Content Searching

Utilise powerful content searches across all major file formats, with additional search indexes within document contents.


Comply with data protection laws and regulations by securely organising and storing business documents.

Mobile App

Easily access your documents from anywhere, on any device, anytime. Transform how you work and enhance your client experiences.

Workflow Automation

Automate business processes to stay productive, ensure compliance and increase visibility of job completion.

Document Retention

Easily manage your company’s data governance and compliance policies to meet legal regulations and privacy laws.

Filing Standardisation

Establish a standardised filing structure for your documents making indexing and retrieval easier and much and efficient. No more lost time looking for files.

Multiple Branding

Send unlimited electronic signature requests from multiple fully white-labelled portal, giving your clients a cohesive experience.

100's of powerful integrations

Virtual Cabinet is built to work with existing IT ecosystems. With many different integrations across email, CRMs, and practice management tools, teams can continue to use their favourite apps while maintaining file consistency – all in one place.

Benefits of Document Management Software

Reduce Storage Space

Avoid the added expense of storing paper documents, reduce the need for filing cabinets and free up space when you go digital.

Enhance Security

Keep sensitive data protected, improve controlled access and see audit trails – all with our ISO27001 compliant document management software.

Improve Regulatory Compliance

Requirements for certain document types can be complex – classify and store documents with ease. If you’re not compliant, you may receive fines and other penalties.

Easily Retrieve Documents

Don’t waste time looking for lost files. Instantly find what you’re looking for with our robust search and indexing tools.

Collaborate More Effectively

Distributing information and delegating tasks to colleagues and clients is easy with our task management tool.

Improve your Workflows

All of the above benefits of document management result in more productivity and ultimately better workflows for your business.

"A major benefit is the time it takes to retrieve and see a document; the average time is approximately 5 or 6 seconds."

Ted Wetton
Managing Director at Gibson Booth

"Using Virtual Cabinet means we can reduce operational costs by at least £50,000 each year. That is a significant saving."

Stephen Ledger
Operations Partner at Kreston Reeves

"It was easy to use, ticked all the boxes and was offered at a great price point suitable for us."

Peter Syddall 
Partner at P.B. Sydall & Co

"We used to keep more paper, now we keep more useful information without the need for keeping paper. The system saves us space, improves workflow and provides enhanced customer service. It’s delivering exactly what the Virtual Cabinet team promised us that it would."

Richard Hartley
IT Manager at Alan Boswell

"Finding, signing and sending documents now takes just 2 minutes instead of 30."

Tony Townsend
Central Office Administrator at Belvoir

"We've found the support to be really good, very responsive, and found a happy mix between sufficiently resourced to deal with any problems but also know them on a first-name basis. So when they visit our offices they know our systems inside out."

Shaun Mary
IT Manager at Lovewell Blake

Virtual Cabinet Document Management FAQs

What is document management software used for?

Document management is a system used to store, organise, and track electronic documents, such as word processing files, digital images, or scans of paper-based content and PDFs.

Why does my business need a document management system?

With faster document retrieval, your employees can get on with the important stuff, increasing their productivity and morale. Keep your sensitive data protected with increased security. Plus, improve your client collaboration and relationships with greater visibility on business processes and sharing documents.

How can I run Virtual cabinet in the cloud?

You can deploy the Virtual Cabinet cloud document management system to your existing private environment, or we can provide private cloud hosting for you via our Cloud for Virtual Cabinet (Cloud4VC) service. Cloud4VC is only available for UK Businesses.

Can I deploy Virtual Cabinet in AWS, Azure, GCP?

Yes, Amazon Web Services, Microsoft Azure and Google Cloud Platform all provide everything you need to run Virtual Cabinet securely in the cloud - either in full or in part.

How can I access Virtual Cabinet from my mobile?

We've developed apps for iOS, Android and Windows that allow you to access the core features of Virtual Cabinet any time, from anywhere, using our Virtual Cabinet Go service.

Even better, you don't need to provision a complicated infrastructure or network protection to provide your team with secure Virtual Cabinet access on the go — it's all done with a simple snap of a QR code.

What is a 'hybrid' cloud management platform?

Virtual Cabinetmade up of products that can be installed 'on premise' or in a 'private cloud' (e.g. Virtual Cabinet), and can be integrated with 'public cloud' products (e.g. Virtual Cabinet Portal or Virtual Cabinet Go).

Virtual Cabinet Cloud

If you're Looking for a pure cloud solution take a look at Virtual Cabinet Cloud

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